WAM
ACH

World Asset Management’s Accendra Health ACH Stock Holding History

World Asset Management’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,508
Closed -$203K – 888
2020
Q4 		$203K Sell
7,508
-4,031
-35% -$104K 0.02% 799
2020
Q3 		$290K Sell
11,539
-1,382
-11% -$20.2K 0.03% 566
2020
Q2 		$98K Buy
+12,921
New +$94.6K 0.01% 755
2015
Q2 		– Sell
-6,701
Closed -$227K – 1248
2015
Q1 		$227K Sell
6,701
-31
-0.5% -$1.08K 0.01% 1214
2014
Q4 		$236K Sell
6,732
-719
-10% -$24.2K 0.01% 1188
2014
Q3 		$244K Buy
7,451
+73
+1% +$2.48K 0.01% 1233
2014
Q2 		$251K Sell
7,378
-174
-2% -$5.96K 0.01% 1270
2014
Q1 		$265K Sell
7,552
-6
-0.1% -$212 0.01% 1235
2013
Q4 		$276K Sell
7,558
-1,101
-13% -$40.4K 0.01% 1223
2013
Q3 		$300K Sell
8,659
-1,117
-11% -$39.1K 0.01% 1269
2013
Q2 		$331K Buy
+9,776
New +$324K 0.01% 1257

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

World Asset Management's ACH Position: Q1 2021 in Review

World Asset Management sold out of Accendra Health (ACH) in Q1 2021, closing a stake of 7,508 shares — an estimated $203K sold.

World Asset Management first reported a position in ACH in Q2 2013 and held it in 11 quarters. The position peaked at $331K in Q2 2013. 253 funds tracked by Wall St. Rank hold ACH as of Q1 2021.

  • World Asset Management reported no remaining Accendra Health position as of Q1 2021 after selling out during the quarter.
  • World Asset Management sold 7,508 Accendra Health shares in Q1 2021, an estimated $203K.
  • World Asset Management first reported a position in Accendra Health in Q2 2013 and held it in 11 quarters.
  • World Asset Management's Accendra Health position peaked at $331K in Q2 2013.
  • 253 funds tracked by Wall St. Rank held Accendra Health as of Q1 2021.

Based on World Asset Management's 13F filing for Q1 2021, filed 10 May 2021.